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SoFi Technologies

976 hedge funds and large institutions have $18.3B invested in SoFi Technologies in 2025 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 426 increasing their positions, 236 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 906976 (+70)

5.15% more ownership

Funds ownership: 52.84%57.99% (+5.1%)

10% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $4.01B

Holders
976
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4B
Puts
$4.01B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
826
HighMark Wealth Management
Minnesota
$26.2K
WA
827
WPG Advisers
Maryland
$26K
AP
828
Aspect Partners
Virginia
$25.9K
VWM
829
Valley Wealth Managers
New Jersey
$25.2K
KFAS
830
Keating Financial Advisory Services
Kansas
$24.8K
SL
831
Salomon & Ludwin
Virginia
$24.7K
CFFP
832
Center for Financial Planning
Michigan
$24.2K
QC
833
Quent Capital
New York
$23.6K
SWIM
834
Smallwood Wealth Investment Management
New Jersey
$23.6K
C
835
Covestor
United Kingdom
$23K
MTC
836
Matrix Trust Company
Colorado
$21K
AF
837
Aviso Financial
Ontario, Canada
$20.9K
SR
838
Swiss Re
Switzerland
$20.9K
Bank Julius Baer & Co
839
Bank Julius Baer & Co
Switzerland
$20.9K
FP
840
Financial Perspectives
Minnesota
$20.3K
KFI
841
Key Financial Inc
Pennsylvania
$19.6K
APW
842
Atlantic Private Wealth
North Carolina
$19.6K
SA
843
Scarborough Advisors
Maryland
$19.1K
JWA
844
JFS Wealth Advisors
Pennsylvania
$18.8K
GGI
845
Godsey & Gibb Inc
Virginia
$18.4K
WTC
846
WhitTier Trust Company
Nevada
$18.3K
GCS
847
Gordian Capital (Singapore)
Singapore
$18.2K
FFO
848
Fortitude Family Office
Arizona
$18.1K
HFS
849
Hantz Financial Services
Michigan
$18K
DI
850
DAGCO Inc
Ohio
$17.8K